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  2. Proposals and Invoices

Proposals and Invoices

Learn how to use the proposal and invoice features of Inspect Point

Backend - Invoices

  • How to create and generate an invoice
  • Where do I add my address information that will appear on my invoices?
  • How to convert a proposal to an invoice
  • How to download an invoice

Backend - Proposals

  • How to create a proposal
  • What does the proposal look like to my customer?
  • How to add a custom proposed correction type
  • The ability to add multiple terms and conditions and exclusions to a proposal
  • How to add a markup or markdown to a proposal
  • How to create a proposal for a building not inside your instance
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